, we can assist you in mapping out a personalized, flexible retirement plan that can put you on the

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as

who is not good with handling money. My personal goal is to: -Prevent you from making costly college. -Helping you manage your future, such as retirement and savings plans for you and your family

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as

fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and

- Retirement planning - Tax-Free Retirement Account - Life Insurance w/ - Protecting your 401K / IRA from Stock Market Risk - Annuities - College Planning - Guarantee Issue - College Planning - Transferring Wealth

checking accounts - to credit cards, auto loans, insurance, retirement and other investment products, we have the financial, investment (including stocks and bonds), mutual funds and annuity products. In addition, our comprehensive insurance offerings can

exclusively with individuals and couples near or in retirement, as well as their families. - We are a all of your accounts, including 401(k), IRAs, annuities, and company stock accounts held at other firms

protection with living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income

carriers allows us to tailor just the right personal, commercial or financial insurance policy or program to insurance, and financial services like life insurance and annuities.

We offer complete programs for Personal insurance such as homeowners, auto, umbrella, boats, renters, term care, group & individual health products, life insurance, retirement funding. We offer a complete analysis of your

a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as

toward federal, state taxes, Social Security, and Medicare. Personal Finance: We specialize in devising a plan to the areas of savings, debt, credit management, and retirement planning. Bookkeeping and Accounting Services: We specialize in

, and families on their paths to and throughout retirement. Our approach is to fully understand your dreams Planning * Social Security Optimization * Pension Lump Sum vs. Annuity Analysis * Specialized NUA Analysis

. We specialize in Social Security maximization, personal pension planning, tax-free retirement account development, survivor pension planning, and

the process as pain-free as possible. Our Personal Income Tax Preparation services include Individual & Joint Tax forms), Investments, Multi-State Income, Business (Sole Proprietor), Retirement, Rental Property, and Foreign Income. We also provide

planning and preparation, payroll services, sales tax, personal property tax, and retirement plan establishment and maintenance. Moreover, our

Colorado Wealth Group is a premier destination for personal and small business financial planning. We are a or long-term care insurance, funding education and retirement distribution planning. We also provide tax mitigation tactics